Roots of Wealth

Roots of Wealth Blog with Dan and Maureen Crimmins

Welcome to Roots of Wealth. A financial blog focusing on life, planning, and interesting information worthy of sharing with you.
Roots of Wealth is proudly managed by Crimmins Wealth Management Located in Ramsey, NJ.
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Never Retire…Keep Moving!

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I was at the mall (yes - I am trying to help the stores) and passed by a bulletin board with the following header “NEVER RETIRE”. This caught my attention as the prospect of never retiring is not one that is commonly stated, especially as much of our concern is retirement planning. However, when you … [Read more...] about Never Retire…Keep Moving!

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Sharing Your Life Story

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Have you ever thought about writing your life story?  And if so, how would you write it? Would you start at the beginning, where you didn’t have a say in how things were done?  Where much of your story involves luck in having the right people around you making the decisions? Would you … [Read more...] about Sharing Your Life Story

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Spending Too Much? You’re Not Alone

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There is a show on television called “Extreme Couponing” with the concept that if you clip coupons you can save an extreme amount of money.  When I say extreme, I mean almost free.  Most of the “couponers” have shelves full of food and groceries in the garage or pantry with savings amounting to … [Read more...] about Spending Too Much? You’re Not Alone

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

“I hope you have enough”

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Recently I received a letter in the mail from a charity organization.  The letter was signed with “I hope you have enough”.  This was a unique and thought-provoking way to sign a letter.  And what is actually “enough”? When we plan for the future and retirement, we are planning to ensure that you … [Read more...] about “I hope you have enough”

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

You Have to Give it Time

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You have to give it time.  It’s only been a couple of days. Generally I’m on the receiving end of this advice.  However, recently my wife Maureen came down with the very persistent head cold.  After trying to battle it herself for several weeks, she reluctantly headed to the doctor. Her … [Read more...] about You Have to Give it Time

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Merry Christmas and Happy Holidays!

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  ‘Twas the night before Christmas in the Crimmins’ house Not a creature was stirring, not even a mouse; The stockings were hung by the chimney with care, In hopes that St. Nicholas would  soon be there; The girls were all hanging out in their beds, With iPods loudly playing music in … [Read more...] about Merry Christmas and Happy Holidays!

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.